Aron Weingard, Nancy Weingard and Robert Weingard
An Elevated Experience
“In today’s uncertain world, it is especially rewarding for us to be able to give our clients confidence about their family’s financial future,” states Nancy Weingard.
Decades ago, Nancy began building a private wealth management practice that would ensure each client has their own plan that is designed to withstand the unexpected challenges in their lives and in the world.
Much has changed since the practice was founded, including the addition of her two sons, Aron and Robert, who left their careers in strategy consulting and management and have, like their mother, earned the title of certified financial planner™ professional, a highly respected wealth management designation.
What hasn’t changed? The mission to treat clients as if they were family.
“Education, patience and taking the time to help clients become financially empowered is the foundation of every client conversation,” says Nancy, who was named by Forbes a 2020 Best-in-State Wealth Advisor and a Top Woman Wealth Advisor in the U.S.
“That financial plan allows us to help our clients develop their life vision, protect that vision and understand whether they are on track to leave the legacy they want to leave to the next generation,” says Robert.
Nancy’s early inspiration for the practice was to help women become more knowledgeable and independent. Today, Weingard Wealth Management of Raymond James in Boca Raton continues to specialize in helping divorced and widowed women as well as wealthy individuals, families and business owners.
This dedicated family has the strength and stability of industry renowned company Raymond James, giving them access to award-winning investment analysts, trust professionals and investment bankers.
“The experience and knowledge of three certified financial planner™ professionals enables us to help our clients understand the implications of complex financial decisions at every juncture of their lives,” says Aron.
Having a team who will be there for the next generation gives clients assurance that the practice will be with them for generations to come.
Weingard Wealth Management of Raymond James is located at 1 Town Center Road, 10th Floor, Boca Raton. For more information, call 561-981-3614 or visit weingardwealthmanagement.com.
The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. These rankings are not indicative of advisor’s future performance, are not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
Professionally Speaking Special Advertising Section